Carter Bankshares, Inc. (CARE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$18,275
Total Return
82.75%
CAGR
12.82%
Dividends
$66.67
Yield on Cost
0.67%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.65% |
| Median | +1.96% |
| Best | +38.09% |
| Worst | -24.16% |
| % of Windows Positive | 56.2% |
1-Year (252 Trading Days)
| Average | +11.02% |
| Median | +12.33% |
| Best | +75.25% |
| Worst | -38.44% |
| % of Windows Positive | 68.1% |
3-Year (756 Trading Days)
| Average | +23.33% |
| Median | +18.68% |
| Best | +108.04% |
| Worst | -20.57% |
| % of Windows Positive | 86.6% |
Risk Metrics
| Maximum Drawdown | -42.95% |
| Average Drawdown | -14.36% |
| Drawdown Duration | 470 Trading Days |
| Sortino Ratio | 0.80 |
| Calmar Ratio | 0.30 |
| CVaR (5%) | -4.38% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +39.43% (+119.98% ann.) | +$3943.10 | $50.87 | $10.17 | $0.08 |
| 2025 | +11.77% | +$1176.80 | $0.00 | $0.00 | $0.00 |
| 2024 | +17.50% | +$1750.17 | $0.00 | $0.00 | $0.00 |
| 2023 | -9.76% | $976.49 | $0.00 | $0.00 | $0.00 |
| 2022 | +7.80% | +$779.73 | $0.00 | $0.00 | $0.00 |
| 2021 | +43.56% | +$4356.34 | $0.00 | $0.00 | $0.00 |
| 2020 | -54.55% | $5454.83 | $59.02 | $11.81 | $0.09 |
| 2019 | +58.13% | +$5813.33 | $0.00 | $0.00 | $0.00 |
| 2018 | -14.53% | $1452.99 | $0.00 | $0.00 | $0.00 |
| 2017 | +32.05% | +$3205.42 | $0.00 | $0.00 | $0.00 |
| 2016 | +0.27% | +$26.60 | $223.56 | $44.71 | $0.35 |
| 2015 | +9.02% | +$902.40 | $317.97 | $63.60 | $0.50 |
| 2014 | +18.72% | +$1871.77 | $367.54 | $73.51 | $0.60 |
| 2013 | +28.28% | +$2828.19 | $457.71 | $91.54 | $0.72 |
| 2012 | +20.56% | +$2056.19 | $532.60 | $106.53 | $0.85 |
| 2011 | -14.61% | $1460.78 | $438.07 | $87.61 | $0.69 |
| 2010 | +54.24% | +$5424.14 | $650.44 | $130.08 | $1.05 |
| 2009 | +5.94% | +$594.24 | $657.80 | $131.56 | $1.05 |
| 2008 | -27.07% | $2707.07 | $458.41 | $91.69 | $0.72 |
| 2007 partial | -32.17% (-38.57% ann.) | $3217.18 | $151.49 | $30.29 | $0.24 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | March 15, 2007 – October 9, 2007 | -25.88% | -40.90% | $2588.10 | $75.47 | $15.09 | $0.12 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -42.72% | -32.59% | $4272.20 | $629.70 | $125.95 | $1.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +85.51% | +20.09% | +$8551.16 | $2861.93 | $572.39 | $4.57 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +155.22% | +13.18% | +$15521.64 | $2126.43 | $425.30 | $3.39 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -64.67% | -100.00% | $6467.25 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -17.89% | -27.19% | $1789.48 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +84.28% | +78.59% | +$8427.68 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +25.36% | +27.12% | +$2536.19 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -5.38% | -2.94% | $537.64 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +54.43% | +29.02% | +$5443.45 | $56.34 | $11.27 | $0.09 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-08-07 | $0.1000 | 0.90% |
| 2007-10-11 | $0.1000 | 1.03% |
| 2008-01-11 | $0.1000 | 1.12% |
| 2008-04-16 | $0.1000 | 1.18% |
| 2008-07-16 | $0.1000 | 1.41% |
| 2008-10-08 | $0.1000 | 1.45% |
| 2009-01-15 | $0.1000 | 1.67% |
| 2009-04-08 | $0.1000 | 1.67% |
| 2009-07-09 | $0.1000 | 1.48% |
| 2009-10-08 | $0.1000 | 1.52% |
| 2010-01-12 | $0.1000 | 1.52% |
| 2010-04-08 | $0.1000 | 1.21% |
| 2010-07-09 | $0.1000 | 1.23% |
| 2010-10-07 | $0.1000 | 1.26% |
| 2011-01-11 | $0.1000 | 1.07% |
| 2011-04-08 | $0.1000 | 1.10% |
| 2011-07-07 | $0.1000 | 1.05% |
| 2011-10-12 | $0.1000 | 1.29% |
| 2012-01-11 | $0.1000 | 1.25% |
| 2012-04-10 | $0.1000 | 1.18% |
| 2012-07-11 | $0.1000 | 1.18% |
| 2012-10-11 | $0.1000 | 1.11% |
| 2013-01-10 | $0.1000 | 1.11% |
| 2013-04-11 | $0.1000 | 0.98% |
| 2013-07-11 | $0.1000 | 0.95% |
| 2013-10-10 | $0.1000 | 0.89% |
| 2014-01-09 | $0.1000 | 0.90% |
| 2014-04-10 | $0.1000 | 0.89% |
| 2014-07-10 | $0.1000 | 0.86% |
| 2014-10-09 | $0.1000 | 0.85% |
| 2015-01-14 | $0.1000 | 0.79% |
| 2015-04-13 | $0.1000 | 0.77% |
| 2015-07-15 | $0.1000 | 0.80% |
| 2015-10-13 | $0.1000 | 0.80% |
| 2016-01-13 | $0.1000 | 0.74% |
| 2016-04-21 | $0.1000 | 0.77% |
| 2016-07-13 | $0.1000 | 0.79% |
| 2020-02-14 | $0.1400 | 0.71% |
| 2026-05-11 | $0.1000 | 0.38% |
| Total | 39 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2026-05-11 | $66.67 | $13.34 | $0.11 | 2.0033 |
| Total | $66.67 | $13.34 | $0.11 | 2.0033 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.